VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 835 filers reported holding VANGUARD MUN BD FDS in Q4 2022. The put-call ratio across all filers is 4.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,240,467 | -14.1% | 25,989 | -9.6% | 0.39% | -15.4% |
| Q2 2023 | $1,443,721 | +20.7% | 28,748 | +21.8% | 0.46% | +0.4% |
| Q1 2023 | $1,195,667 | -6.7% | 23,602 | -8.9% | 0.46% | -13.7% |
| Q4 2022 | $1,282,163 | +38.2% | 25,908 | +34.3% | 0.53% | +26.6% |
| Q3 2022 | $928,000 | -21.0% | 19,285 | -18.0% | 0.42% | -14.4% |
| Q2 2022 | $1,174,000 | -27.3% | 23,508 | -24.9% | 0.49% | -23.5% |
| Q1 2022 | $1,614,000 | +0.2% | 31,302 | +6.7% | 0.64% | -2.1% |
| Q4 2021 | $1,611,000 | -1.2% | 29,332 | -1.4% | 0.66% | -9.8% |
| Q3 2021 | $1,630,000 | +9.0% | 29,754 | +10.0% | 0.73% | +5.2% |
| Q2 2021 | $1,495,000 | +8.8% | 27,038 | +7.5% | 0.69% | -2.8% |
| Q1 2021 | $1,374,000 | -11.5% | 25,144 | -10.6% | 0.71% | -17.7% |
| Q4 2020 | $1,552,000 | +60.3% | 28,127 | +58.1% | 0.86% | +32.7% |
| Q3 2020 | $968,000 | +32.4% | 17,788 | +31.7% | 0.65% | +19.9% |
| Q2 2020 | $731,000 | +167.8% | 13,508 | +161.4% | 0.54% | +120.2% |
| Q1 2020 | $273,000 | – | 5,168 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mosaic Advisors LLC | 999,154 | $49,878,000 | 37.34% |
| Ackerman Capital Advisors, LLC | 1,488,047 | $74,283,000 | 20.00% |
| Passive Capital Management, LLC. | 681,610 | $34,025,953 | 17.32% |
| GPWM LLC | 367,667 | $18,353,000 | 16.66% |
| HT Partners LLC | 771,341 | $38,505,000 | 15.32% |
| Orgel Wealth Management, LLC | 4,892,226 | $244,220,000 | 13.82% |
| ASPIRIANT, LLC | 5,509,327 | $275,018,000 | 13.27% |
| KilterHowling LLC | 215,514 | $10,758,482 | 12.08% |
| First Ascent Asset Management, LLC | 1,268,313 | $63,314,000 | 11.96% |
| Leonard Rickey Investment Advisors P.L.L.C. | 529,177 | $26,416,000 | 11.55% |